中新社伦敦1月29日电 (记者欧阳开宇)英国汽车制造商和贸易商协会(SMMT)29日披露，2025年英国汽 车、货车等各类车辆总产量为764715辆，同比下降15.5%，创下1952年以来的73年最低纪录，较2016年 170万辆的峰值缩水超半数。 SMMT首席执行官迈克·霍斯称2025年为"一代人以来最艰难的一年"。多重打击直接拖累产量：捷豹路 虎遭遇严重网络攻击，导致核心工厂停产超一个月，5万辆生产计划搁置；沃克斯豪尔卢顿工厂永久关 闭，致使商用车产量暴跌62%；美国输美汽车关税上调，叠加英国脱欧后的贸易不确定性，让依赖78% 出口占比的英国汽车产业雪上加霜。 行业困境非一日之寒。自2016年起，脱欧博弈、本田工厂关闭、新冠疫情及供应链中断等因素，持续削 弱英国汽车产业竞争力。不过，电动化转型为复苏带来转机，日产桑德兰工厂已启动新款电动聆风生 产，捷豹路虎电动车型也将于2026年下线。SMMT预测，2026年汽车产量有望增长10%，2027年或将重 回百万辆级。 英国政府设定2035年130万辆年产量的目标，霍斯明确表示，引入新制造商是关键，中国车企被视为核 心潜在合作伙伴。近期奇瑞汽车与捷豹路虎的合作磋 ...

证券之星消息，1月29日商用车板块较上一交易日上涨0.61%，江淮汽车领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。商用车板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600418 江淮汽车 | | 7.07亿 | 16.67% | -2.26 Z | -5.32% | -4.82 Z | -11.36% | | 600303 曙光股份 | | 323.72万 | 5.03% | -198.05万 | -3.08% | -125.67万 | -1.95% | | 000868 安凯客车 | | -429.67万 | -8.17% | 463.96万 | 8.82% | -34.28万 | -0.65% | | 301039 中集车辆 | | -565.85万 | -3.06% | 801.93万 | 4.34% | -236.08万 | ...

腊八时节的湖北十堰，空气中弥漫着团圆的味道。1月26日晚，当来自河南的卡友金助伟站上"天龙哥之夜"的舞台，面对台下数百位来自天南海北的"家 人"，这个开了16年东风卡车的汉子，声音有些哽咽："今天能站在这里，和这么多兄弟聚在一起，心里既激动又开心。"他的身后，"十年同心再启程"的标 语在灯光下格外温暖。这一刻，浓缩了"天龙哥俱乐部"从一场赛事到一个精神家园的十年变迁，更见证着百万卡友与东风商用车之间，那份历经岁月淬炼的 深沉情感与坚实信任。 01"我的建议，真的被听进去了" 但让他感触最深的，远不止于此。作为全新东风天龙KH车型的首批体验官和产品共创者，金助伟受邀参与了新车上市前的深度评测。"在评测期间，我 给咱们东风提了不少卡友在实操中的实际需求和意见。"他分享道，"作为共创的代表之一，我真切地感受到了东风是真的把咱们卡友的需求放在了心上。" 这种"被听见"、"被尊重"的感觉，是东风商用车将"天龙哥俱乐部"从竞技场升维为"共创平台"的核心要义。东风天龙哥俱乐部联络官孙杰在发布客户共 创计划时动情地说："我们认为破局之道就在于共创，而共创的主角就是在座所有的'天龙哥'。您的经历就是我们要设计的场景，您的难题就 ...

Domestic News - The first mandatory national standard for automotive driving assistance systems has been officially released, set to be implemented on January 1, 2028. This standard mandates that automatic emergency braking systems (AEB) become standard equipment in light vehicles, with a projected AEB system installation rate exceeding 60% for new passenger cars by 2025 [3] - During the "14th Five-Year Plan" period, the manufacturing and sales revenue of new energy vehicles is expected to grow at an annual rate of 49.5%. In 2025, the manufacturing of new energy vehicles is projected to increase by 14.3%, while the clean energy power generation sector is expected to see a 17.3% revenue growth, accounting for 38.5% of total electricity production revenue, an increase of 6.9 percentage points from 2021 [4] - Xi'an has opened applications for a vehicle replacement subsidy for 2026, offering a maximum subsidy of 15,000 yuan for eligible consumers replacing old vehicles with new energy or fuel vehicles. The subsidy is set at 8% of the new vehicle sales price for new energy vehicles and 6% for fuel vehicles, with a cap of 15,000 yuan and 13,000 yuan respectively [5] - Lantu has announced its product plan for 2026, which includes four new models, all equipped with L3 autonomous driving capabilities. The first model, Lantu Taishan Ultra, is expected to be delivered in March 2026 [6][7] - BYD has launched the 5.0 version of its "Tianshen Eye" driving assistance system, featuring advanced reinforcement learning capabilities. By the end of last year, BYD had over 2.56 million vehicles equipped with this system, generating over 160 million kilometers of data daily [8] - Dongfeng's overseas version of the Nano 06 has been launched in Costa Rica, with 270 orders received during the launch event [9] - NIO has officially pushed the new version of its World Model (NWM), which includes a new urban navigation battery swap feature, supporting over 2,000 battery swap stations nationwide [10] - Alipay has partnered with Xiaomi to introduce a smart parking payment feature in Xiaomi's smart glasses, allowing users to pay for parking with voice commands or by scanning a parking code [11][12] International News - Malaysia has announced a vehicle scrappage subsidy program for cars older than 20 years, allowing owners to receive up to 8,000 ringgit in total for purchasing new vehicles after scrapping their old ones [13] - Thailand's automotive sales reached a two-year high in 2025, with total sales of 621,166 vehicles, an 8.5% increase from 2024. Electric vehicle sales accounted for 276,697 units, representing 45% of total sales [14] - Uber has established the AVLabs team to leverage its extensive real-world data from ride-hailing services to support the development of autonomous driving technology [15] - Volvo Financial Services has extended its partnership with Bank of America until 2030 to continue providing financing and leasing services to Volvo customers and dealers in the U.S. [16] Commercial Vehicles - The largest new energy heavy truck supercharging station in Hainan has been put into operation, with a total installed capacity of 8,000 kilowatts, enhancing the reliability and efficiency of the new energy heavy truck charging network in the province [18] - DAF has launched the XG Electric and XG+ Electric models, targeting the high-end transport market with spacious cabins designed for long-haul operations [19] - SANY Heavy Truck has partnered with Longxin Technology to create a comprehensive energy ecosystem for heavy trucks, aiming to alleviate long-distance charging anxiety [20] - BYD's T4 electric truck has surpassed 1,000 units in cumulative sales, gaining popularity in various urban distribution markets due to its low energy consumption and high reliability [21]

Group 1: Employment Initiatives - The article emphasizes the importance of employment as a foundation for people's livelihoods and development, highlighting various measures taken to stabilize employment through recruitment activities, employment services, and skills training [1] - In Anhui Bozhou, a job fair named "Spring Warmth for Migrant Workers" was held, featuring 220 companies offering 12,800 job positions [2] - The national human resources market's special action for college graduates provided 5.279 million job postings, attracting 3.091 million job seekers, with approximately 718,000 reaching preliminary employment intentions [4] Group 2: Recruitment and Job Demand - Companies like Baidu and Dongfeng Motor have announced significant recruitment plans, with Baidu doubling the number of positions for 2026 graduates, primarily in AI-related roles, and Dongfeng seeking over 2,600 recruits, with over 70% in technical positions [4] - Various recruitment events are being organized across different regions, including specialized job fairs in sectors like catering, education, and manufacturing, which have attracted numerous job seekers [6] Group 3: Policy Support and Training - The government is actively implementing policies to support employment, including the "Double Benefits" initiative for college graduates seeking jobs in different locations, which offers additional travel discounts and accommodation support [7] - Training programs are being established to enhance skills in high-demand areas, such as drone operation and coffee-making, with participation from local youth [8][10] - The Ministry of Human Resources and Social Security plans to implement five training actions targeting key groups and sectors, including youth skill enhancement and training for migrant workers [11]

Core Insights - The commercial vehicle market in China is expected to see significant growth in 2025, driven by the strong performance of new energy vehicles (NEVs) and supportive policies for vehicle upgrades [1][7][12] - In December 2025, the sales of commercial vehicles reached 300,000 units, marking a 5% year-on-year increase and a 15% month-on-month increase [7][12] - The penetration rate of new energy commercial vehicles is projected to reach 46% by December 2025, a substantial increase from 29% in December 2024 [12][14] Commercial Vehicle Market Analysis - The total sales of commercial vehicles in China for 2025 are forecasted to be 3.1 million units, representing a 9% year-on-year growth compared to the stable period since 2022 [1][7] - The market showed a strong upward trend from March to December 2025, with December achieving a historical high for the month [5][7] - The sales of new energy commercial vehicles in December 2025 are expected to hit 140,000 units, reflecting a 71% year-on-year increase and a 49% month-on-month increase [1][8] New Energy Vehicle Performance - The penetration rate of new energy commercial vehicles has increased significantly, from approximately 3% in 2019-2021 to 46% in December 2025 [12][14] - The sales of new energy commercial vehicles for the entire year of 2025 are projected to reach 910,000 units, a 57% increase compared to the previous year [1][8] - The growth in new energy vehicle sales is attributed to strong demand and government incentives, particularly in the commercial vehicle sector [10][12] Market Structure and Competition - The market for commercial vehicles is characterized by a stable structure, with significant contributions from light and heavy-duty trucks [14][18] - Key players in the commercial vehicle market include Beiqi Foton, SAIC-GM-Wuling, and China National Heavy Duty Truck Group, which dominate the light truck, heavy truck, and bus segments respectively [15][18] - The performance of heavy-duty trucks has improved significantly due to subsidy policies, with notable growth in electric heavy-duty trucks in regions like Beijing, Tianjin, and Shanghai [16][17] Regional Market Dynamics - The light truck market is particularly strong in regions such as East China and South China, with increasing sales in these areas [18][19] - The penetration of new energy vehicles in the truck segment reached 38% in December 2025, while the bus segment saw a penetration rate of 78% [14][18] - The market for new energy light trucks is primarily concentrated in East China and South China, with significant growth observed in these regions [19][21]

2026年伊始，商用车行业高层人事变动浪潮延续去年势头，一汽解放、陕汽控股、东风股份和潍柴动力等企业密集调整核心领导层。 中国一汽：张小帆任党委常委、副总经理！ 近日，中国第一汽车集团有限公司召开会议，宣布领导班子成员任职决定：根据中央组织部关于集团公司领导班子成员任职通知，张小帆 同志任中国第一汽车集团有限公司党委常委、副总经理。相关职务任免，按有关法律规定办理。 公开资料显示，张小帆生于1970年，历任东风股份总经理助理、东风特种商用车有限公司副总经理、东风汽车集团有限公司（党委、董事 会）办公室主任、东风商用车总经理、东风汽车集团股份有限公司商用车事业部副总经理等职务。2025年4月，张小帆升任东风汽车集团 股份有限公司商用车事业部总经理，后兼任东风商用车董事长与东风股份董事长。 此外，2026年1月23日，中国一汽旗下子公司一汽解放集团股份有限公司发布关于公司董事会秘书辞职的公告。公告显示，一汽解放集团 股份有限公司（以下简称"公司"）董事会近日收到公司董事会秘书王建勋的书面辞职报告。王建勋因工作调整原因，申请辞去公司董事会 秘书的职务（其原定任期至公司第十届董事会届满之日止），辞职后仍在公司担任其他 ...

1月28日，以"携手远程 四海共赢"为主题，150台远程星瀚G超级电动牵引车在上海圆满交付。此次交付的车辆将投入上海港集装箱运 输、干线运输等场景，通过装备升级和成本优化，助力上海四赢物流拓展全国绿色运力网络，打造零碳物流新标杆。 远程新能源商用车集团副总裁郭磊在致辞中表示，上海四赢物流作为物流行业的标杆企业，近年来紧跟国家"双碳"战略，前瞻布局绿色 物流赛道，为行业低碳转型和可持续发展树立了先行范本。 上海四赢物流董事长龚杰良强调，携手远程合作，源于对产品硬实力与服务软实力的双重信赖。随着业务的成长，远程新能源重卡的超 长续航、高效补能与智能管理优势，完美契合运输需求，为构建辐射全国的网络注入绿色动能。 活动现场，双方签署200台新能源重卡订单。至此，双方累计合作规模已达400余台。远程新能源商用车集团副总裁郭磊、上海四赢物 流董事长龚杰良等领导及嘉宾出席仪式，见证这一双方合作迈向规模化新阶段的重要时刻。 连续复购彰显实力 助力客户拓展全国业务 安全与舒适性方面，得益于底置电池布局，整车重心更低，行驶更稳定，兼容驾驶室碰撞后移技术，免除后背电池挤压撞击风险。双碰 撞预警、胎压监测、疲劳监测以及国际品质EBS ...

Group 1 - The core point of the article is the announcement of a tender by Deyang Yuxing Public Transport Co., Ltd. for the procurement of 40 pure electric buses, with a total budget of 38.9 million yuan [1] - The project is divided into two lots: Lot 1 includes the purchase of 10 units of 8.5-meter pure electric city buses with a budget of 8.6 million yuan, and Lot 2 includes 30 units of 10-meter pure electric city buses with a budget of 30.3 million yuan [1] - The deadline for submitting tender documents is set for February 26, 2026, at 9:00 AM Beijing time, with the opening of bids occurring at the same time [2] Group 2 - Potential suppliers must register on the Deyang Smart Tendering Comprehensive Service Supervision System to obtain the tender documents [2] - Bidders are required to submit encrypted tender documents using a CA certificate through the online system [2] - Contact information for the tendering company and the tendering agency is provided, including phone numbers for inquiries related to the project and the registration process [2]

转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院冷藏车研究小组发布的《中国冷藏车行业市场需求前景与投资规 划分析报告》 行业主要上市公司：中集车辆(301039)、中国重汽(000951)、福田汽车(600166)、东风汽车(600006)、江 淮汽车(600418)、江铃汽车(000550)、一汽解放(000800)、动力新科(600841)等 本文核心数据：冷藏车企业数量、冷藏车区域规模 中国冷藏车企业注册区域集中在山东省 截至2025年12月，中国冷藏车相关企业注册区域主要集中在山东省，注册企业累计7000余家，其次为河 北省，注册企业6000余家。 从区域市场冷藏车流入情况来看，2025前三季度华东地区冷藏车销量最高，为16042辆，占全国销量的 27.87%。华中和西南地区紧随其后，销量分别为10163辆和9240辆，占比分别为17.66%和16.06%。 注：统计时间截至2025年12月5日，下同。 冷藏车行业代表性企业集中于长三角区域 从代表性企业分布情况来看，我国冷藏车代表企业分布在广东、江苏、浙江、山东等东部沿海省份，总 体来看企业集中于长三角区域。 华东地区冷藏车销量最高 广东省冷 ...